Monthly Archives: October 2025
Regulation Opens the Door for Alternatives in 401(k) Plans
(HedgeCo.Net) A potentially transformative regulatory shift is impacting how alternative investments may be included in retirement-savings vehicles. On August 7, 2025, an executive order was issued directing expanded access to private equity and other alternative investments for 401(k) plans and […]
Private Markets Poised for Growth despite Fundraising Hurdles
(HedgeCo.Net) Despite some headwinds, the private markets sector remains a focal point for capital and strategic planning. According to the latest annual survey by McKinsey, the global private markets industry is “braced for shifting weather” but remains resilient and evolving. McKinsey […]
Activist Fund Sees Potential Double for Entain via BetMGM Partnership
(HedgeCo.Net) The activist hedge fund Sachem Head Capital Management is making a bold claim: shares of U.K.-based sports betting group Entain?PLC could double over the next few years, thanks largely to its joint venture with MGM?Resorts?International that operates under the […]
Crypto Hedge Fund Launch: Feynman Point Breaks Free with $300 M
(HedgeCo.Net) A fresh entrant in the alternative-fund space: Feynman?Point?Asset?Management has spun out from Republic to form an independent crypto-first hedge fund, launching with approximately $300 million in seed capital. CryptoRank The fund will be led by Joe?Naggar, a seasoned credit-and-crypto investor who previously built […]
Redemption Pressure Among Hedge Funds Minimal, Fees Holding Steady
(HedgeCo.Net) According to the latest data from SS&C?GlobeOp’s Forward Redemption Indicator, hedge-fund investors are showing minimal redemption activity — a sign of confidence and stability in the alternatives sector. Morningstar+1 Highlights: The forward-looking indicator shows redemption notices around 1.86%, suggesting only modest […]
Hedge Funds Slash Exposure to Energy and Banks amid Market Sell-Off
(HedgeCo.Net) Hedge funds have pulled back sharply from energy and bank stocks in recent trading, executing one of the largest equity sell-offs in over six months, according to client notes from major prime brokers. Reuters+1 Key takeaways: Funds sold energy shares […]
Young Investors Are Driving Alternative-Asset Demand
(HedgeCo.Net) A generational shift is influencing which asset classes are gaining traction: younger wealth-holders (Millennials and Gen Z) are increasingly allocating into alternative assets rather than traditional 60/40 stock-bond portfolios. According to a recent survey reported by Bloomberg, younger investors […]
Jana Partners Teams With Travis Kelce in $200 M Stake in Six Flags
(HedgeCo.Net) The activist hedge fund Jana?Partners, together with NFL star Travis?Kelce and other investors, have amassed a combined ~9% stake (? $200 million in U.S. theme?park operator Six?Flags?Entertainment?Corporation. TradingView The development signals the ongoing appeal of “consumer + entertainment” assets to hedge-fund activists. While […]
“When the Machine Decides: AI vs. Fund Managers in the Battle for Alpha”
(HedgeCo.Net) In 2025, the investment world is increasingly witnessing the confrontation (or collaboration) between human fund managers and AI-powered systems as they vie for one of the most coveted prizes in finance: alpha — returns above benchmark. On one side are seasoned […]
Hedge Funds Stage Major Sell-Off, Targeting Banks and Energy
(HedgeCo.Net) Last week saw one of the biggest equity sell-offs by hedge funds in over half a year, with significant downward moves particularly in energy and banking stocks. According to a client note seen by Goldman Sachs, hedge funds “dumped […]
The Big Picture: Alternatives Industry Set for $32 Trillion by 2030
(HedgeCo.Net) A broader structural backdrop is reinforcing the liquid alternatives story: the alternatives ecosystem (including private equity, private credit, infrastructure, hedge funds, natural resources) is projected to reach US $32 trillion in assets under management by 2030. Markets Media What this forecast […]
Systematic Hedge Funds Suffer Early October Losses
(HedgeCo.Net) Quantitative or “systematic” hedge funds have kicked off October in rough shape: a note from Goldman Sachs says these funds have posted losses every day since the month began, with roughly a 1.8 % drop in the first few trading days. Reuters+1 […]